+221.6%
LRCX vs ALLE
+88.9%
+132.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.9% | +9.2% | +8.6% |
| 7D | -16.2% | -0.6% | -15.6% | -15.9% |
| 30D | -39.2% | +25.3% | -64.5% | -45.2% |
| 3M | -34.4% | +10.3% | -44.7% | -37.1% |
| 6M | -32.4% | +38.0% | -70.5% | -43.2% |
| YTD | +17.4% | +17.8% | -0.3% | +6.5% |
| 1Y | +24.2% | +13.6% | +10.6% | +15.2% |
| 3Y | +221.6% | +89.2% | +132.4% | +116.1% |
| All | +221.6% | +88.9% | +132.7% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ALLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling